Automate Data Extraction from Email to GoHighLevel with Pabbly Connect

Learn how to use Pabbly Connect to automatically extract data from email and add it to GoHighLevel. Step-by-step guide included! Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Email Parsing

To automate the process of extracting data from emails and adding it to GoHighLevel, start by accessing Pabbly Connect. Log into your Pabbly Connect account or create a new one if you haven’t already. This platform will serve as the backbone for your automation tasks.

Once logged in, navigate to the dashboard. Here, you will create a new workflow by clicking on the ‘Create Workflow’ button. Assign a suitable name to your workflow, such as ‘Add Contact Details Extracted from Emails into GoHighLevel’. Click on the ‘Create’ button to proceed.

2. Configuring the Email Parser in Pabbly Connect

In this section, you will set up the Email Parser feature of Pabbly Connect. This feature allows you to forward incoming emails from your Gmail account to a unique email address provided by Pabbly Connect. To do this, go to your Gmail settings and enable forwarding.

• Access Gmail settings and navigate to the ‘Forwarding and POP/IMAP’ tab.
• Add the forwarding address provided by Pabbly Connect.
• Confirm the forwarding address by entering the verification code sent to Pabbly Connect.

After setting up the forwarding, any email you receive will be sent to Pabbly Connect for processing. This enables the Email Parser to extract relevant contact details from the emails automatically.

3. Extracting Data from Emails Using Pabbly Connect

Once the Email Parser is configured, the next step is to extract the contact details from the incoming emails. In Pabbly Connect, you will see the response section where the email data is displayed after an email is forwarded. This includes the sender’s name and email address.

To ensure that only relevant emails are processed, you can apply filters based on the subject of the emails. For example, set conditions to filter emails that contain ‘query’ or ‘feedback’ in the subject line. This way, only emails from customers or clients will be considered.

• Select the Email Parser step in Pabbly Connect.
• Apply filters to specify the subjects to look for.
• Test the filter to ensure it works correctly.

After successfully applying the filters, you will be ready to add the extracted contact details into GoHighLevel.

4. Adding Contacts to GoHighLevel Using Pabbly Connect

The final step in this automation process is to add the extracted contact details into GoHighLevel. In your Pabbly Connect workflow, select GoHighLevel as the action app. Choose the ‘Create Contact’ action event to initiate the process. using Pabbly Connect

Connect your GoHighLevel account by entering the API key found in your GoHighLevel settings. Once connected, map the fields such as full name and email address from the Email Parser step to the corresponding fields in GoHighLevel.

Select the fields to be filled in GoHighLevel, such as name and email. Test the connection to ensure that a new contact is created successfully. Review the contacts list in GoHighLevel to verify the addition.

This integration allows you to automate the process of adding new contacts from emails directly into GoHighLevel, streamlining your workflow and enhancing productivity.

5. Conclusion

In this tutorial, you learned how to use Pabbly Connect to automate the extraction of data from emails and add it to GoHighLevel seamlessly. By setting up the Email Parser and configuring filters, you can ensure that only relevant emails are processed. This automation saves time and enhances your engagement with clients.

Utilizing Pabbly Connect for such tasks not only simplifies your workflow but also improves your response time to customer inquiries. Start using this automation today to enhance your marketing efforts!